Testimonials

Cindy engaged our guests with a workshop that was engaging and with many practical take aways. Her knowledge was extensive, but delivered in a way that everyone easily understood. Her workshop was exactly what many of our guests needed.

John Neretlis, Host at Transitions Canada Conference 2018

“Cindy is extremely sharp, and she provided invaluable assistance in crafting our financial plan for retirement and provided much needed advice on making optimal choices among my previous employer’s complex menu of retirement and benefits options, suitable to our specific financial situation. Cindy continues to provide sound and succinct financial advice that is much appreciated.”

B. Westwood, Client

“I really appreciated the time with Cindy. We had for too long processed privately all the potential scenarios related to our financial status and plans and would inevitably get stuck on this issue or that issue. Read full testimonial…

C. & B. Thompson, ClientCustomer

“Just heard your radio commentary on the Christie Clark show. Good Work! We need more of this clarity that you have. I value your expertise on current, up-to-date knowledge that is the best fit for me as your client.”

Cheryl Cowan, ClientCustomer

“One of the top in her field, I would not hesitate to recommend her to any of my clients, friends and family.”

Philip Kuzyk, Financial AdvisorAssociate

“Cindy David has played an invaluable role in assisting us with complex client situations for both personal and corporate accounts.Read full testimonial…

David Nellist, CFP, Financial Advisor, Raymond James Ltd.Associate

What We Do

At Cindy David Financial Group, we focus on our clients' most critical issues and opportunities. Generally, the services we offer involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives.

About Us

Cindy David Financial Group is a boutique estate planning firm serving families and businesses in British Columbia. We help you to build and protect wealth, retire on your own terms, and give back to your community in a meaningful way. We also specialize in business succession and continuation, helping owners to transfer their business interests in a smooth and tax-efficient manner.

Request A Call Back

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also e-mail us for any further concern.

Looking For A First-Class Financial Consulting Service?

Taking Care of Your Future

Cindy David Financial Group is a boutique estate planning firm serving families and businesses in British Columbia. We help you to build and protect wealth, retire on your own terms, and give back to your community in a meaningful way. We also specialize in business succession and continuation, helping owners to transfer their business interests in a smooth and tax-efficient manner.